WE ARE now more than a third of the way through US fourth-quarter reporting season and though it is too early to draw any concrete conclusions on the health of the corporate sector, there are certainly plenty of interesting trends to note.Read
WITH a mounting debt crisis in Europe and a combination of low growth and high inflation in the UK it’s little wonder that US equities have consistently outperformed their developed market peers for the last three years.Read
THE volatility that has been so prevalent in stock markets over the last six months or more has indiscriminately impacted share prices across the board.Read
In many respects, the consumer has carried the weight of the global economy on its shoulders for some time. After being buffeted by the extreme volatility of 2011, can we expect the global consumer to continue to power on? asks Andrew Miller.Read
AS A torrid 2011 draws to a close and investors look ahead nervously to 2012 and the next batch of emergency EU summits, potential risks are much easier to spot than opportunities.Read
THIS year has brought many twists and turns, but there’s been one ever-present topic at the forefront of investor minds: Europe. Attention has understandably been focused on the trials and tribulations of indebted sovereigns.Read
WHILE markets continue their volatile run, it’s useful to take a step back and look at some general themes and patterns. This week we look at why developed market equities take preference over emerging market (EM) equities.Read
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